DONNA M. KOOS, PC

Business Manager Donna is the Business Manager at Libertas Wealth Management Group, Inc.  Her primary roles at Libertas are as follows: Assisting the Libertas team with business planning and client events throughout the year. Interviewing and pre-screening and of new...

ZAK S. LEEDOM

Financial Adviser Zak is a Financial Adviser at Libertas Wealth Management Group, Inc.  His primary roles at Libertas are as follows: Assisting with a wide range of questions regarding client accounts, including but not limited to direct deposits & withdrawals,...

HEATHER N. ATKINS

Financial Adviser Heather is a Financial Adviser at Libertas Wealth Management Group, Inc.  Her primary roles at Libertas are as follows: Construction and manipulation of all client financial plans and financial plan updates. Assistance with portfolio management...

JESSA M. FANNIN, CRPC®

Financial  Adviser Jessa is a Financial Adviser at Libertas Wealth Management Group, Inc.  Her primary roles at Libertas are as follows: Assisting with a wide range of information about client accounts, including but not limited to direct deposits & withdrawals,...

GINA M. HOWARD

Director of Operations Gina is the Director of Operations at Libertas Wealth Management Group, Inc.  Her primary roles at Libertas are as follows: Managing our team and assisting clients with a wide range of information about their accounts, including but not limited...

ADAM D. KOOS, CFP®

Founder/President, Portfolio Manager Adam Koos is Founder, President, and Portfolio Manager at Libertas Wealth Management Group, Inc.  His primary roles at Libertas are as follow: Management of all individual retail investment portfolios, as well as corporate and...